Senior Product Manager |

Full Time
United States
Posted 3 weeks ago

About Forme Financial

Forme Financial is disrupting wealth management through a platform verticalized for physicians. We take accountability for better financial outcomes – something lacking in the industry. Instead of managing physician wealth, we accelerate it.  We strive to double net worth outcomes at retirement, and our initial work with clients indicates this goal is imminently achievable.  

We exist to liberate physicians – from residency through to retirement – from financial stress so they can focus on what they do best. Our ambition is to deliver unique and first-in-kind financial products that are highly personalized around physician needs and delivered in a comprehensive, coordinated, and automated way. The product delivers a stunning increase in physician financial outcomes. 

We are a Series A company with a highly experienced CEO and leadership team backed by amazing investors who have successfully launched businesses across healthcare and technology. 

We are headquartered in New York City and are a remote-first organization today. We launched in May 2022 and are rapidly growing.  


About the team:

Our technology vision to deliver comprehensive and value-added wealth management services through technology, with three key differentiators:

  • Best-in-class fintech-grade UI/UX that delivers comprehensive and alpha-generating wealth management services customized for physicians;

  • Best-in-class automation built within our technology stack to better service busy physician clients and scale our operations and advisory services;

  • Patented “Intelligent Advice Engine” with ML-based optimization algorithms delivering more robust and integrated financial recommendations across our 7 wealth domains (investments, tax, insurance, trust & estate, lending, banking, career). 

In an industry that lacks both individual guidance and support, our technology and teams are here to provide a technology-centric and personalized approach to Wealth Management and Financial Advice.

About the role:

This Senior Product Manager/Director role is a crucial member of Forme’s Engineering, Product, Design organization and will lead cross-functional efforts to productize unique and first-in-class wealth management offerings. The ideal candidate will have experience building direct-to-consumer products successfully, ideally in fintech. They will work closely with the cross-functional team to integrate external financial institutions, data aggregators, and other partners. This role will report to our Chief Product Officer.

Key Responsibilities:

  • Define, design, and ship innovative products and services that are personalized and customized for our customers, constantly evolving through customer feedback and test & learn iteration.

  • Understand the end-to-end user experience in minute detail, to optimize the user journey for greater efficiency and delightfulness. 

  • Drive the product development documentation and prioritization process

  • Work closely with the Growth & Marketing Team in support of cross-functional optimization of acquisition funnel and product engagement.

  • Lead buy vs. build vs. partner decisions and the commercial implications of these decisions for our product and technology architecture. 

  • Lead external partner engagements in support of our product go-to-market.

  • Build teams in support of data analytics and user research

  • Be a leader for the organization and a missionary for our products and services. 

Key Requirements: 

  • Bachelor’s degree, preferably in Sciences, Computer Science, Finance, or related fields. MBA is a plus.

  • 5+ years as a product manager or equivalent experience; experience in building and scaling in Fintech is a plus. 

  • You have a customer-centric mindset: The ability to understand customer journeys in minute detail and tease out what innovative and value-added user experiences we can offer our customers. 

  • You are organized and execution-focus: you demonstrate experience in developing milestones and deliverables and can define and hit key KPIs to stay on track. 

  • You are innovation-first: you are driven to build first-in-kind business models and products. 

  • You are data-driven: you understand how to test hypotheses, set OKRs to track progress, and use data to inform and iterate on our development.

  • You have a “founders’ mentality”: you work with urgency and ownership, know how things work, and always focus on speed to market, with energy and resilience for a 0-1 kind of start-up journey.



  • An attractive total compensation package, including highly motivating equity compensation

  • Employer-sponsored health insurance (medical, dental, vision)

  • Free One Medical membership and access to TalkSpace

  • 401k + 4% match

  • Flexible paid time off

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